If you must cancel an event registration for which fees already have been paid, all charges are reversed and the payment becomes an open credit in AR/Cash. When this happens, you can apply the money to other open items, such as an order or a billing payment, or you may issue a refund through AR/Cash.
Within the Events module, the procedure for canceling a registration is the same regardless of whether or not a payment has been received.
Consider the following when canceling a registrant's event order:
■ Are you canceling a registration with no cancellation fees? If so, iMIS automatically reverses the charges.
■ Are you charging a cancellation fee? If you are, you should have defined a cancellation fee function when defining your event functions.
To cancel an event registration with no cancellation fee
1. From Events, select Register a customer to open the Register a customer window.
2. Find the registration (see Finding an event registration) to cancel.
3. Click Delete.
A system message prompts you to verify the cancellation of the registrant.
4. Click Yes.
A C, indicating that the event registration was canceled, is displayed in the Status field.
To cancel an event registration with a cancellation fee
The cancellation fee must be the only event function that has a quantity, and the Status must be C. If the cancellation fee is not the only charge, iMIS reverses all other charges. The registration record is retained until the event is closed, which enables you to reactivate it later during the registration process. However, the registrant does not appear on reports unless you enable the Include Canceled option on the Event Selections window.
1. From Events, select Register a customer to open the Register a customer window.
2. Find the registration (see Finding an event registration) to cancel.
3. Click Delete.
A system message prompts you to verify the cancellation of the registrant.
4. Click Yes.
5. Click Edit.
A message prompt is displayed.
6. Click Yes.
7. Select the Cancellation Fee product from the Function list.
8. Enter a C for canceled in the Status field.
9. Click Save.